PP
IJR icon

PDS Planning’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

PDS Planning’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$239K Buy
1,924
+18
+0.9% +$2.29K 0.02% 461
2025
Q4 		$229K Buy
1,906
+2
+0.1% +$239 0.02% 469
2025
Q3 		$226K Sell
1,904
-151
-7% -$17.4K 0.02% 462
2025
Q2 		$225K Sell
2,055
-17
-0.8% -$1.76K 0.02% 446
2025
Q1 		$217K Sell
2,072
-189
-8% -$21.3K 0.02% 413
2024
Q4 		$261K Buy
2,261
+290
+15% +$34.6K 0.02% 333
2024
Q3 		$230K Buy
+1,971
New +$223K 0.02% 372

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PDS Planning's IJR Position: Q1 2026 in Review

PDS Planning increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.94% in Q1 2026, buying an estimated $2.29K and bringing the position to 1,924 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #461.

PDS Planning first reported a position in IJR in Q3 2024 and has held it in 7 quarters since. The position peaked at $261K in Q4 2024. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • PDS Planning held 1,924 shares of iShares Core S&P Small-Cap ETF worth $239K as of Q1 2026.
  • PDS Planning bought 18 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $2.29K.
  • iShares Core S&P Small-Cap ETF made up 0.02% of PDS Planning's portfolio in Q1 2026, its #461 holding.
  • PDS Planning first reported a position in iShares Core S&P Small-Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • PDS Planning's iShares Core S&P Small-Cap ETF position peaked at $261K in Q4 2024.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.